Bilibili Inc (BILI) 2020Q3電話會議重點和逐字稿 - 財報狗 (2024)

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使用警語:中文譯文來源為 Google 翻譯,僅供參考,實際內容請以英文原文為主

  • Juliet Yang - Senior Director of IR

    Juliet Yang - Senior Director of IR

  • Thank you, operator. Please note the discussion today will contain forward-looking statements relating to the company's future performance and are intended to qualify for the safe harbor from liability as established by the U.S. Private Security Litigation Reform Act. Such statements are not guarantees of future performance and are subject to certain risks and uncertainties, assumptions and other factors. Some of these risks are beyond the company's control and could cause actual results to differ materially from those mentioned in today's press release and this discussion. A general discussion of the risk factors that could affect Bilibili's business and financial results is included in certain filings of the company with the Securities and Exchange Commission. The company does not undertake any obligation to update forward-looking information, except as required by law.

    謝謝你,接線員。請注意,今天的討論將包含與公司未來業績相關的前瞻性陳述,旨在符合《美國私人證券訴訟改革法案》規定的免責安全港的條件。此類陳述不是對未來業績的保證,並受某些風險和不確定性、假設和其他因素的影響。其中一些風險超出了公司的控制範圍,可能導致實際結果與今天的新聞稿和本次討論中提到的結果大不相同。關於可能影響 Bilibili 業務和財務業績的風險因素的一般性討論包含在公司向證券交易委員會提交的某些文件中。除法律要求外,公司不承擔任何更新前瞻性信息的義務。

  • During today's call, management will also discuss certain non-GAAP financial measures for comparison purpose only. For a definition of non-GAAP financial measures and a reconciliation of GAAP to non-GAAP financial results, please see the 2020 third quarter financial results news release issued earlier today.

    在今天的電話會議中,管理層還將討論某些非公認會計準則財務指標,僅供比較。有關非 GAAP 財務指標的定義以及 GAAP 與非 GAAP 財務業績的對賬,請參閱今天早些時候發布的 2020 年第三季度財務業績新聞稿。

  • As a reminder, this conference is being recorded. In addition, an investor presentation and a webcast replay of this conference call will be available on Bilibili's investor relations website at ir.bilibili.com.

    提醒一下,本次會議正在錄製中。此外,Bilibili 的投資者關係網站 ir.bilibili.com 上將提供投資者介紹和本次電話會議的網絡重播。

  • Joining us today on the call from Bilibili's senior management are Mr. Rui Chen, Chairman of the Board and Chief Executive Officer; Ms. Carly Li, Vice Chairwoman of the Board and Chief Operating Officer; and Mr. Sam Fan, Chief Financial Officer.

    今天應Bilibili高級管理層的電話加入我們的是董事會主席兼首席執行官陳睿先生;副董事長兼首席運營官李嘉玲女士;以及首席財務官 Sam Fan 先生。

  • And I will now turn the call over to Mr. Fan, who will read the prepared remarks on behalf of Mr. Chen.

    我現在將把電話轉給范先生,范先生將代表陳先生宣讀準備好的發言。

  • Xin Fan - CFO

    Xin Fan - CFO

  • Thank you, Juliet, and thank you, everyone, for participating in our 2020 third quarter conference call. I'm pleased to deliver today's opening remarks on behalf of Mr. Chen.

    謝謝朱麗葉,謝謝大家參加我們的 2020 年第三季度電話會議。我很高興代表陳先生髮表今天的開幕詞。

  • We see a golden opportunity to expand our reach in today's market. To seize this window, we stepped up our approach to user growth with a focus on further growing our content, expanding our brand awareness and targeted channel acquisition. This was especially fruitful in our third quarter peak season. As a result, our user base hit a record high. In August, our MAUs exceeded 200 million milestone, marking a new monthly record. Total MAUs for the third quarter were up 54% to 197 million, and DAUs were up 42% to 53 million, both on a year-over-year basis.

    我們看到了擴大我們在當今市場的影響力的黃金機會。為了抓住這個窗口,我們加強了用戶增長的方法,重點是進一步增加我們的內容、擴大我們的品牌知名度和有針對性的渠道獲取。這在我們的第三季度旺季尤其富有成效。結果,我們的用戶群創歷史新高。 8 月,我們的 MAU 突破 2 億里程碑,創下新的月度記錄。第三季度的總月活躍用戶數同比增長 54% 至 1.97 億,日活躍用戶數同比增長 42% 至 5300 萬。

  • Mobile users also continued to grow at a faster pace. Mobile MAUs were up 61% year-over-year to 184 million in the third quarter. Our users are highly engaged, spending an average of 81 minutes per day on our platform, making Bilibili one of the stickiest video communities in China.

    移動用戶也繼續以更快的速度增長。第三季度移動 MAU 同比增長 61% 至 1.84 億。我們的用戶參與度很高,平均每天在我們的平台上花費 81 分鐘,使 Bilibili 成為中國最具粘性的視頻社區之一。

  • The quality growth of our users is not only reflected in the high engagement levels, but also in the paying user conversions. MPUs were up 89% year-over-year, reaching 15 million in the third quarter. And our paying ratio improved to 6 point -- sorry, 7.6% from 6.2% in the same period last year. These increase drove our top line expansion. And in the third quarter, revenue reached another record high of RMB 3.2 billion, up 74% year-over-year.

    我們用戶的質量增長不僅體現在高參與度上,還體現在付費用戶轉化上。 MPU 同比增長 89%,第三季度達到 1500 萬。我們的支付率提高到 6 個百分點——抱歉,從去年同期的 6.2% 提高到 7.6%。這些增長推動了我們的收入擴張。第三季度,收入再創歷史新高,達到32億元人民幣,同比增長74%。

Bilibili Inc (BILI) 2020Q3電話會議重點和逐字稿 - 財報狗 (1)

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Bilibili Inc (BILI) 2020Q3電話會議重點和逐字稿 - 財報狗 (2024)
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